Defined Benefit (Pension) · DOL Form 5500 · 2022

Sheet Metal 7 Zone 3 Pension Fund Pension Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
190
Participants Below avg headcount
89th
Percentile by assets National rank
$316,255
Avg per participant High balance/head
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Official DOL plan name: Sheet Metal 7 Zone 3 Pension Fund · Sponsored by Sheet Metal 7 Zone 3 Pension Fund · Michigan · Construction

$60M in assets, 190 participants

Sheet Metal 7 Zone 3 Pension Fund's Sheet Metal 7 Zone 3 Pension Fund reported $60M in total assets and 190 participants in its 2022 DOL Form 5500 filing, ranking in the 89th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #8,709 in Construction (9,927 peers)

Coverage in Michigan

Sheet Metal 7 Zone 3 Pension Fund covers 190 participants in Michigan, about 30% of the average Michigan filer (state average ~638 per filing). Assets: $60M.

#8,709
in Construction (9,927 peers)
-4.8%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sheet Metal 7 Zone 3 Pension Fund's outsized position by total assets

Sheet Metal 7 Zone 3 Pension Fund vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$60,088,482 Top 11% higher than 89% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Sheet Metal 7 Zone 3 Pension Fund among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sheet Metal 7 Zone 3 Pension Fund sits mid-pack in the medium band (190 participants).

DOL schedule card

Filing strip 386237161 · Sheet Metal 7 Zone 3 Pension Fund PY 2022 · Defined Benefit (Pension)

Sheet Metal 7 Zone 3 Pension Fund · $60M · 190 · 89th

  • 5500 $60M
  • ASSETS 190
  • PCT 89th
  • EIN Defined Benefit (Pension)
  • RANK near Bridge, Structural & Ornamental Ironworkers Local 207 Pension Fund
  • PHOTO ind #8709

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Construction retirement plans → · Plans in Michigan →

Sheet Metal 7 Zone 3 Pension Fund in the asset neighbourhood

Marion General Hospital Employees' Retirement PlanMarion General Hospital Empl…$60MSheet Metal 7 Zone 3 Pension FundSheet Metal 7 Zone 3 Pension…$60MBridge, Structural & Ornamental Ironworkers Local 207 Pension FundBridge, Structural & Ornamen…$60MRetirement Plan for Employees of King KullenRetirement Plan for Employee…$60MUfcw Heartland Pension Fund$60M
End-of-year total assets ($M) among Sheet Metal 7 Zone 3 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Michigan filing particulars

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$60M
Net Income-$3M
Employer EIN386237161
Plan Effective Date1964-06-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Sheet Metal 7 Zone 3 Pension Fund)

Sponsor-wide plan assets over time

All Sheet Metal 7 Zone 3 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$66M 9.162339963921871% vs 2022
2024 filing year
$58M$60M$62M$64M$66M$68M 202220232024 $60.1M $65.6M ▲ +9.2%
Year Plans Participants Total Assets
2022 1 190 $60M
2023 1 191 $62M
2024 1 189 $66M

Nearby Defined Benefit (Pension) Plans in Michigan

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Sheet Metal 7 Zone 3 Pension Fund vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Sheet Metal 7 Zone 3 Pension Fund, Total assets ($B): 0.060088482 · Participants: 190Sheet Metal 7 Zone 3 Pension FundGeneral Motors Hourly-Rate Employees Pension Plan, Total assets ($B): 40.23255743 · Participants: 18766General Motors Hourly-Rate Employees Pension PlanFord Motor Company UAW Retirement Plan, Total assets ($B): 19.279653433 · Participants: 27567Ford Motor Company UAW Retirement PlanFord Motor Company General Retirement Plan, Total assets ($B): 13.42905347 · Participants: 11760Ford Motor Company General Retirement PlanDow Employees' Pension Plan, Total assets ($B): 13.018181682 · Participants: 13759Dow Employees' Pension PlanFca US LLC UAW Pension Agreement, Total assets ($B): 8.553889919 · Participants: 14563Fca US LLC UAW Pension Agreement
Sheet Metal 7 Zone 3 Pension Fund vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants
Compare Sheet Metal 7 Zone 3 Pension Fund side-by-side with 3 peers →

Sheet Metal 7 Zone 3 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Michigan, the nearest Defined Benefit (Pension) by assets is Bridge, Structural & Ornamental Ironworkers Local 207 Pension Fund in OH ($60M); by covered participants it is Berwind Corporation Employees' Retirement Plan in PA (190 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (190 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sheet Metal 7 Zone 3 Pension Fund assets move in 2022? ▼
Sheet Metal 7 Zone 3 Pension Fund edged down modestly - down 4.8% during 2022, from $63M to $60M. Reported net income was -$3M.
How have Sheet Metal 7 Zone 3 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sheet Metal 7 Zone 3 Pension Fund's sponsor-wide assets grew 9.2%, from $60M to $66M.
Where does Sheet Metal 7 Zone 3 Pension Fund rank by assets among Form 5500 filers? ▼
Sheet Metal 7 Zone 3 Pension Fund ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Sheet Metal 7 Zone 3 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bridge, Structural & Ornamental Ironworkers Local 207 Pension Fund in OH ($60M, 305 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sheet Metal 7 Zone 3 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Berwind Corporation Employees' Retirement Plan in PA (190 participants, $90M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 386237161.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.